consumers
also referred to as: consumer
4 statements across 4 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Aug 23, 2024 by Nikhil Kamath · across every show →
Everything said about consumers, oldest first
Aug 23, 2024 bearish
Sep 3, 2025 bearish
Sharma: Consumers, not AI producers, will capture economic value over next decade
“That is my thing that for the next, in the next five to 10 years, that we as a consumer will benefit, but I'm not sure that the producers of AI, so to speak, are going to be the beneficiaries. I don't think that's going to be the case.”
Sep 20, 2025 neutral
May 4, 2026 bullish
Kamath predicts Indian 6-7% GDP growth will drive consumer and energy outperformance
“India's growing at, say, seven percent or six percent, it will continue to do so for a period of time. GDP per capita will go up, so consumer will do well energy will do well, energy consumption goes up as GDP per capita goes up, maybe above 5000 dollars.”